Both Sides of the Table

JULY 16, 2010

The VC industry grew dramatically as a result of the Internet bubble - Before the Internet bubble the people who invested in VC funds (called LPs or Limited Partners) put about $50 billion into the industry and by 2001 this had grown precipitously to around $250 billion. So as of 2008 total LP commitments were still at nearly $250 billion.

LP 311

LP Technical Review Early Stage Silicon Valley 311

Mucker Lab

OCTOBER 12, 2016

Combined with the usual summer slowdown, some are already raising the spectre of 2001 or 2008. Financially, they have to reserve capital to support large portfolio companies that account for big portions of the portfolio and thus make less early stage investment. The “venture recession” of 2016 is in full swing.

Harvest 60

Harvest Vertical IPO Early Stage 60

View from Seed

NOVEMBER 7, 2019

Good Times” presentation (Oct 2008). Aggregate VC investment in 2009 hits a low of roughly $20B, a figure last seen in 2003 in the wake of the bursting of the dotcom and telecom bubble and 2001 recession. But there is also opportunity in lean times. We’re only a few months past Sequoia’s famous “R.I.P. 2020 and Beyond?

IPO 202

IPO Early Stage Cofounder B2C 202

Agile VC

NOVEMBER 7, 2019

Good Times” presentation (Oct 2008). Aggregate VC investment in 2009 hits a low of roughly $20B, a figure last seen in 2003 in the wake of the bursting of the dotcom and telecom bubble and 2001 recession. But there is also opportunity in lean times. We’re only a few months past Sequoia’s famous “R.I.P. 2020 and Beyond?

IPO 100

IPO Early Stage Cofounder B2C 100

genylabs.typepad.com

SEPTEMBER 24, 2011

Media Fragmentation and the Growth of Small Publishers » April 07, 2008. Before you agree to take equity in lieu of cash, you need to understand that any individual early stage start-up company equity is most likely going to be worthless. The best start-up I ever invested in went bankrupt in 2001. Assistant Edge.

Equity 40

Equity Technical Review San Jose Stock 40

500hats.com

AUGUST 2, 2012

While a flood of new VCs came into existence during the late 90’s internet boom, many had difficulty raising new funds after the crashes of 2000-2001 and 2008 , and as a result significantly fewer fund managers exist now compared to a decade ago. In the past ten years there have been several dramatic changes in venture capital.

Silicon Valley 74

Silicon Valley Early Stage Venture Capital Valuation 74

Both Sides of the Table

FEBRUARY 17, 2011

Are you in the “lean&# phase? I’m a very big believer in the “Lean Startup&# principles as espoused by Steve Blank and Eric Ries. million and you’re an early stage business this is probably a fair deal. As anyone raising money in April 2000, September 2001 or September 2008 can tell you that.

Pre-Money Valuation 303

Pre-Money Valuation Dilution Valuation PR 303